Agent skill

Platform Report Generate

A skill your agent uses when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings…

Apache-2.0Auto-check passedSales & Support

Install Platform Report Generate

skills CLI

$ npx skills add forcedotcom/sf-skills --skill platform-report-generate -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install forcedotcom/sf-skills platform-report-generate --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/platform-report-generate .claude/skills/platform-report-generate && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "platform-report-generate" agent skill from https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate into .claude/skills/platform-report-generate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "platform-report-generate", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add forcedotcom/sf-skills --skill platform-report-generate -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install forcedotcom/sf-skills platform-report-generate --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/platform-report-generate .agents/skills/platform-report-generate && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "platform-report-generate" agent skill from https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate into .agents/skills/platform-report-generate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "platform-report-generate", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add forcedotcom/sf-skills --skill platform-report-generate -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install forcedotcom/sf-skills platform-report-generate --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/platform-report-generate .cursor/skills/platform-report-generate && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "platform-report-generate" agent skill from https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate into .cursor/skills/platform-report-generate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "platform-report-generate", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/forcedotcom/sf-skills.git --path skills/platform-report-generate

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add forcedotcom/sf-skills --skill platform-report-generate -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install forcedotcom/sf-skills platform-report-generate --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/platform-report-generate .gemini/skills/platform-report-generate && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "platform-report-generate" agent skill from https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate into .gemini/skills/platform-report-generate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "platform-report-generate", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install forcedotcom/sf-skills platform-report-generate

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add forcedotcom/sf-skills --skill platform-report-generate -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/platform-report-generate .github/skills/platform-report-generate && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "platform-report-generate" agent skill from https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate into .github/skills/platform-report-generate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "platform-report-generate", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add forcedotcom/sf-skills --skill platform-report-generate -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install forcedotcom/sf-skills platform-report-generate --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/forcedotcom/sf-skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/platform-report-generate .opencode/skills/platform-report-generate && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "platform-report-generate" agent skill from https://github.com/forcedotcom/sf-skills/tree/main/skills/platform-report-generate into .opencode/skills/platform-report-generate/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "platform-report-generate", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: platform-report-generate
GitHub stars: 1.1k
Token cost: ~2k tokens
SKILL.md length: 675 words
Files: 11 (incl. references)
Skills in repo: 251
Repo updated: Oct 7, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

A skill your agent uses when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings…

Works in 5 steps: Grouping fields in columns — Fields in… → Wrong column names — Column names are… → Wrong scope — LeadList uses org, not… → …
Validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular
SKILL.md covers Overview, Critical Rules (Read First), Top-Level Elements and Filter Syntax, plus 2 more sections
Reaches soap.sforce.com

What it does

Platform Report Generate is an agent skill from forcedotcom/sf-skills. Use when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings, filters, charts, cross-filters, buckets, formulas, or time-frame filters. Triggers on "create a report", "build a report", "add a chart", or .report-meta.xml deploy errors. Do NOT trigger for Custom Report Type metadata (use platform-custom-report-type-generate), dashboards, list views, running reports in the UI, or SOQL.

Its SKILL.md is about 2k tokens, which your agent loads only when the skill is triggered. The skill folder holds 12 other files, including reference files (for example `references/chart-types.md`, `references/column-names.md` and `references/date-intervals.md`).

It sits in Sales & Support, covering CRM management. It works with Salesforce. The repository describes itself as: Salesforce's curated collection of agent skills for building applications. Optimized for Agentforce Vibes, compatible with all AI tools. The licence is Apache-2.0.

When your agent uses it

Validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular
Joined reports with columns
Time-frame filters
Create a report

Example prompts

“create a report”
“build a report”
“add a chart”
“/platform-report-generate”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

Grouping fields in columns — Fields in or must NEVER also appear in
Wrong column names — Column names are report-type-specific. ALWAYS call MCP tools to verify (see references/column-names.md)
Wrong scope — LeadList uses org, not organization
Filter column dot notation — Filter values use FLAT names (INDUSTRY, TYPE) NOT dot notation (ACCOUNT.INDUSTRY` is INVALID)
Multi-value picklist filters — Use ONE with comma-separated (e.g., Technology,Financial Services). Do NOT split into multiple…

What it can do on your machine

Read from SKILL.md and the folder at commit e5164d9. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md (its code samples are xml).
From the folder's file list and the shell code blocks in SKILL.md.
Network
Hosts in commands or code, which the agent is likely to contact:
- soap.sforce.com
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Platform Report Generate loads about 2k tokens when it runs, and up to ~6.3k if it reads all its reference files. Until then it costs about 130 tokens; SKILL.md has 675 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~130
When it runs · the whole SKILL.md, loaded when a task matches: ~2k
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~6.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from forcedotcom/sf-skills at commit e5164d9, republished under its Apache-2.0 licence (© forcedotcom). 675 words, ~1,991 tokens.

Download SKILL.mdSave it as .claude/skills/platform-report-generate/SKILL.md (or your agent's skills folder). This skill also uses 10 other files; get the full folder from GitHub.

name: platform-report-generate
description: Use when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings, filters, charts, cross-filters, buckets, formulas, or time-frame filters. Triggers on "create a report", "build a report", "add a chart", or .report-meta.xml deploy errors. Do NOT trigger for Custom Report Type metadata (use platform-custom-report-type-generate), dashboards, list views, running reports in the UI, or SOQL.
metadata.version: 1.0
metadata.domains: Platform
metadata.minApiVersion: 60.0
metadata.relatedSkills: platform-custom-report-type-generate

Overview

Lightning Reports define how Salesforce data is queried, grouped, filtered, and displayed. Each report is a single .report-meta.xml file placed under reports/<FolderName>/ within the project's source directory (check sfdx-project.json → packageDirectories[].path for the source root).

Critical Rules (Read First)

TOP DEPLOYMENT KILLERS — check these BEFORE generating any report:

Grouping fields in columns — Fields in <groupingsDown> or <groupingsAcross> must NEVER also appear in <columns>
Wrong column names — Column names are report-type-specific. ALWAYS call MCP tools to verify (see references/column-names.md)
Wrong scope — LeadList uses org, not organization
Filter column dot notation — Filter <column> values use FLAT names (INDUSTRY, TYPE) NOT dot notation (ACCOUNT.INDUSTRY is INVALID)
Multi-value picklist filters — Use ONE <criteriaItems> with comma-separated <value> (e.g., Technology,Financial Services). Do NOT split into multiple criteriaItems with booleanFilter

Rule 1: Format Determines Required Elements

Format	`<groupingsDown>`	`<groupingsAcross>`	`<block>`
`Tabular`	Not allowed	Not allowed	No
`Summary`	At least 1 (max 3)	Not allowed	No
`Matrix`	At least 1 (max 3)	At least 1 (max 3)	No
`Joined`	Not at top level	Not at top level	At least 2 (max 5)

Rule 2: Use Platform Column Names

Report metadata uses platform report column names, NOT raw API field names. ALWAYS call get_metadata_type_sections or get_metadata_type_context to confirm valid column names. See references/column-names.md for common mappings per report type.

Rule 3: Valid Report Type Required

<reportType> must be a standard API name (e.g., Opportunity, AccountList, CaseList, LeadList, AccountContactRole) or a deployed custom report type developer name.

Rule 4–5: Chart & Aggregates Require Summary/Matrix

Charts and <aggregateTypes> (Sum, Average, etc.) only work in Summary and Matrix reports.

Rule 6–8: Limits

Max 3 cross-filters per report, each with up to 5 criteria items
<filterLogic> must reference all filters sequentially (e.g., 1 AND (2 OR 3))
Joined reports: 2–5 blocks, each block format must be Summary or Matrix (not Tabular)

Rule 9: Folder Structure

Reports must live inside a folder with a corresponding folder metadata file:

xml

<sourceDir>/reports/<FolderName>/<ReportName>.report-meta.xml
<sourceDir>/reports/<FolderName>-meta.xml

Determine <sourceDir> from sfdx-project.json (commonly force-app/main/default, but this is configurable).

Rule 10–11: Date Columns & Scope

Date columns use platform names (CLOSE_DATE, not CloseDate)
LeadList scope is org; Opportunity/AccountList/CaseList use organization

Rule 12–13: Description & Groupings

<description> max 255 characters
Grouping fields must NOT appear in <columns> — automatic deployment failure

Rule 14: Folder Metadata Requires `<sharedTo>`

xml

<?xml version="1.0" encoding="UTF-8"?>
<ReportFolder xmlns="http://soap.sforce.com/2006/04/metadata">
    <folderShares>
        <accessLevel>Manage</accessLevel>
        <sharedTo>AllInternalUsers</sharedTo>
        <sharedToType>Group</sharedToType>
    </folderShares>
    <name>My Report Folder</name>
</ReportFolder>

Rule 15: Valid Date Intervals Only

Use INTERVAL_CURRENT for "this quarter", INTERVAL_CURY for "this year", INTERVAL_LAST30 for last 30 days. Do NOT use INTERVAL_CURQ — it is not valid. See references/date-intervals.md for the full list.

Show full SKILL.md (269 more words)Show less

Top-Level Elements

Element	Required	Notes
`<name>`	Yes	Report name (max 40 chars)
`<reportType>`	Yes	Report type API name
`<format>`	Yes	`Tabular`, `Summary`, `Matrix`, or `Joined`
`<scope>`	Recommended	`organization` (or `org` for LeadList)
`<columns>`	Yes	Field columns — each has `<field>` and optional `<aggregateTypes>`
`<filter>`	No	Contains `<criteriaItems>` with `<column>`, `<operator>`, `<value>`
`<groupingsDown>`	Conditional	Row groupings: `<field>`, `<dateGranularity>`, `<sortOrder>`
`<groupingsAcross>`	Conditional	Column groupings (Matrix only)
`<timeFrameFilter>`	Recommended	`<dateColumn>`, `<interval>`, optional `<startDate>`/`<endDate>`
`<chart>`	No	See `references/chart-types.md`
`<buckets>`	No	Bucket field definitions
`<crossFilters>`	No	Cross-object filters (`with`/`without`)
`<showDetails>`	Recommended	`true`/`false`
`<showGrandTotal>`	Recommended	`true`/`false`
`<showSubTotals>`	Recommended	`true`/`false`
`<description>`	Recommended	Business purpose (max 255 chars)
`<block>`	Conditional	Joined format blocks

Filter Syntax

xml

<filter>
    <criteriaItems>
        <column>STAGE_NAME</column>
        <operator>equals</operator>
        <value>Closed Won</value>
    </criteriaItems>
</filter>

Multi-value picklist: Use ONE criteriaItem with comma-separated values:

xml

<criteriaItems>
    <column>INDUSTRY</column>
    <operator>equals</operator>
    <value>Technology,Financial Services</value>
</criteriaItems>

Common operators: equals, notEqual, lessThan, greaterThan, contains, startsWith, includes, excludes, isBlank, notBlank. Full list in references/filter-operations.md.

Generation Workflow

Gather Requirements — object, fields, groupings, filters, chart needs
Determine Format — no groupings → Tabular; row groupings → Summary; row + column → Matrix; multiple objects → Joined
Identify Column Names — call get_metadata_type_sections MCP tool to get valid platform column names for the report type
Author Metadata — start from closest example in examples/ and adapt
Create Folder — generate folder directory + <FolderName>-meta.xml with <folderShares>
Validate — run through references/verification-checklist.md

Reference File Index

File	When to read
`references/column-names.md`	Step 3 — column name mappings per report type
`references/date-intervals.md`	When setting timeFrameFilter intervals
`references/chart-types.md`	When adding a chart — all 17 types + legendPosition rules
`references/filter-operations.md`	When building filters — complete operator reference
`references/verification-checklist.md`	Step 6 — pre-deploy validation
`references/errors-and-troubleshooting.md`	When fields are missing or deployment fails
`examples/TabularOpportunitiesReport.report-meta.xml`	Tabular report template
`examples/OpportunitiesByStageReport.report-meta.xml`	Summary report with chart
`examples/OpportunitiesByStageAndQuarter.report-meta.xml`	Matrix report template
`examples/AccountsCreatedThisYear.report-meta.xml`	Filtered report with time frame

Files

SKILL.md and 10 other files (references) in skills/platform-report-generate of forcedotcom/sf-skills.

SKILL.md
examples/AccountsCreatedThisYear.report-meta.xml
examples/OpportunitiesByStageAndQuarter.report-meta.xml
examples/OpportunitiesByStageReport.report-meta.xml
examples/TabularOpportunitiesReport.report-meta.xml
references/chart-types.md
references/column-names.md
references/date-intervals.md
references/errors-and-troubleshooting.md
references/filter-operations.md
references/verification-checklist.md

Open the folder on GitHubat commit e5164d9

Compare with similar skills

Platform Report Generate next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Platform Report Generate compared with similar skills
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Platform Report Generate this skillforcedotcom/sf-skills	1.1k	—	~2k	Automated safety check: Pass	Apache-2.0	today
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib	154	—	~4.3k	Automated safety check: Pass	MIT	4 days ago
Sf DatacloudJaganpro/sf-skills	424	—	~2.7k	Automated safety check: Pass	MIT	5 mo ago
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib	154	—	~2k	Automated safety check: Pass	MIT	4 days ago
Dev SetupPortwood-Global-Solutions/Portwood	125	—	~1.1k	Automated safety check: Pass	Apache-2.0	today
Sf FlowJaganpro/sf-skills	424	—	~1.8k	Automated safety check: Pass	MIT	5 mo ago

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Questions about Platform Report Generate

What does Platform Report Generate do?

A skill your agent uses when users create, generate, or validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular, summary, matrix, or joined reports with columns, groupings…. Platform Report Generate is an agent skill from forcedotcom/sf-skills.xml) — tabular, summary, matrix, or joined reports with columns, groupings, filters, charts, cross-filters, buckets, formulas, or time-frame filters.

When should I use Platform Report Generate?

Platform Report Generate fits situations like: validate Salesforce Lightning Report metadata (.report-meta.xml) — tabular; joined reports with columns; time-frame filters; create a report.

How do I install Platform Report Generate in Claude Code?

Run `npx skills add forcedotcom/sf-skills --skill platform-report-generate -a claude-code`. Or copy the skill folder (skills/platform-report-generate in forcedotcom/sf-skills) into .claude/skills/platform-report-generate in your project. Claude Code loads it when a task matches its description.

How do I install Platform Report Generate in Codex?

Run `npx skills add forcedotcom/sf-skills --skill platform-report-generate -a codex`. Or copy the skill folder (skills/platform-report-generate in forcedotcom/sf-skills) into .agents/skills/platform-report-generate in your project. Codex loads it when a task matches its description.

Can I use Platform Report Generate in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add forcedotcom/sf-skills --skill platform-report-generate -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/platform-report-generate, .gemini/skills/platform-report-generate, .github/skills/platform-report-generate and .opencode/skills/platform-report-generate in your project.

What does Platform Report Generate need to run?

SKILL.md names no scripts, command-line tools or credentials: Platform Report Generate is instructions for the agent only.

Does Platform Report Generate access the network?

SKILL.md names 1 domain. In commands or code: soap.sforce.com; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.

Is Platform Report Generate safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Platform Report Generate use?

Platform Report Generate is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Platform Report Generate use?

About 2k tokens (SKILL.md is roughly 8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 4.3k tokens, read only when the agent opens those files.

What are the alternatives to Platform Report Generate?

Skills that share tags, products or a category with Platform Report Generate: Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars), Soql Lib Selector (beyond-the-cloud-dev/soql-lib, 154 stars) and Dev Setup (Portwood-Global-Solutions/Portwood, 125 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Platform Report Generate?

forcedotcom (a GitHub organization) maintains it in forcedotcom/sf-skills, which has 1,060 GitHub stars. The repository holds 251 skills in this directory. The repository was last updated on October 7, 2026.

Source: forcedotcom/sf-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Platform Report Generate

Facts

At a glance

What it does

When your agent uses it

Example prompts

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Overview

Critical Rules (Read First)

Rule 1: Format Determines Required Elements

Rule 2: Use Platform Column Names

Rule 3: Valid Report Type Required

Rule 4–5: Chart & Aggregates Require Summary/Matrix

Rule 6–8: Limits

Rule 9: Folder Structure

Rule 10–11: Date Columns & Scope

Rule 12–13: Description & Groupings

Rule 14: Folder Metadata Requires <sharedTo>

Rule 15: Valid Date Intervals Only

Top-Level Elements

Filter Syntax

Generation Workflow

Reference File Index

Files

Compare with similar skills

Similar skills

More from forcedotcom/sf-skills

Related

Questions about Platform Report Generate

Rule 14: Folder Metadata Requires `<sharedTo>`